Overview
Assets Under Management: $1.5 billion
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 148
Average Client Assets: $10.0 million
Frequently Asked Questions
ACTIV8 FAMILY OFFICE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337753), ACTIV8 FAMILY OFFICE LLC is subject to fiduciary duty under federal law.
ACTIV8 FAMILY OFFICE LLC is headquartered in MCLEAN, VA.
ACTIV8 FAMILY OFFICE LLC serves 148 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, ACTIV8 FAMILY OFFICE LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACTIV8 FAMILY OFFICE LLC manages $1.5 billion in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, ACTIV8 FAMILY OFFICE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.06%
Average Client Assets: $10.0 million
Total Client Accounts: 1,844
Discretionary Accounts: 1,557
Non-Discretionary Accounts: 287
Regulatory Filings
CRD Number: 337753
Filing ID: 2050809
Last Filing Date: 2026-03-11 14:27:46